Shamrock Asset Management LLC

Shamrock Asset Management LLC (CRD# 108125) is a financial advisory firm headquartered in Dallas, TX. They manage $279,340,482 in 635 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $439,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, MS, NC, NJ, NM, NV, NY, OH, TX, UT, VA, WA, WI

Financial Advisors at Shamrock Asset Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jason M. Morton
CRD#: 2676240
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
96
Wealthminder
score

Jason Morton (CRD# 2676240) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 22 years of experience in the finance industry. Jason Morton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cord A. Adams
CRD#: 2898996
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
93
Wealthminder
score

Cord Adams (CRD# 2898996) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 19 years of experience in the finance industry.

3
Thomas C. Goyne
CRD#: 226720
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
93
Wealthminder
score

Thomas Goyne (CRD# 226720) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 21 years of experience in the finance industry.

4
John R. Keim
CRD#: 1392125
Alpharetta, GA
93
Wealthminder
score

John Keim (CRD# 1392125) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Alpharetta, GA and has over 21 years of experience in the finance industry.

5
Barbara B. Bowers
CRD#: 2481721
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
90
Wealthminder
score

Barbara Bowers (CRD# 2481721) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 5 years of experience in the finance industry.

6
Kevin L. Caldwell
CRD#: 4658930
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
90
Wealthminder
score

Kevin Caldwell (CRD# 4658930) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has 1 year of experience in the finance industry. Kevin Caldwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Edward M. Fjordbak
CRD#: 6173405
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
90
Wealthminder
score

Edward Fjordbak (CRD# 6173405) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 4 years of experience in the finance industry.

8
Sharon D. Butler
CRD#: 1045506
14643 Dallas Parkway, Suite 570, Dallas, TX 75254
73
Wealthminder
score

Sharon Butler (CRD# 1045506) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 32 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.